Tuesday, October 8, 2013

Setting Up Document Types

Updated 9/27/2019

When you save a document in the Dentrix Document Center, you must assign it a document type as a way of categorizing it. By default, Dentrix comes with several different document types that you can use to categorize patient documents, but you can also create additional document types or modify existing ones to more closely align with how your office works.

You'll want to quickly find these documents at a later time, so using a type that is descriptive of the documents assigned to it is essential.

To set up a new document type, and edit or delete a default type:
  1. In the Document Center, select Setup > Document Types.

  2. Add, edit or delete a document type:

    • To add a new document type, enter a description for the document type in the Description field and click Add.

    • To modify an existing document type, select the document type from the list, and click Change. Replace the existing description with a new description.

    • To delete an existing document type, select the document type from the list and click Delete. Click Yes to the confirmation message that appears.
      Note: If the document type is attached to documents in the Document Center, the Delete Document Type dialog box appears. Select another document type to assign all the documents to when the document type is deleted.

  3. Click Close to return to the Document Center.

Note: Only document types that do not contain signed documents can be modified or deleted.

You may find that the default document types are sufficient for the way your office stores information. Or you may need to add or modify document types to better organize documents in a way that make sense with how your office works. Either way, set up document types that help you to manage, and later find the documents stored in the Document Center.

For more information, see these topics in Dentrix Help:

1 comment:

Unknown said...

I've done this and it works great!